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Count Financial Limited

AFS License Number
227232
Name
Count Financial Limited
ABN/ACN/ARBN
19001974625
Licensee issued
July 1, 2003
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Ellsmore2010Bachelor of Business (Banking & Finance) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Adam Hone2014Bachelor of Commerce (Commercial Law & Finance) - University of Sydney ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT)
 Adam John Marjoribanks1997Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Foundation DFP - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Adam Mark Moiler2012Bachelor of Engineering Mechanical Engineering (Honours) - Curtin University ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services - Kaplan Professional ~ Graduate Certificate of Chartered Accounting Foundations - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional
 Adrian Francis Pekin2006Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Financial Planning Assocation of Australia - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Alan Stuart Morey1999Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Master of Applied Finance - The University of Melbourne ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Alexander Lee2015Accredited Aged Care Professional Program - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alison Louise Antoinette2000ASX Markets Responsibilities Executive Exam - Kaplan Professional ~ Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
 Alison Stanbridge2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ University of South Australia - Bachelor of Accounting
 Alistair Galbraith2016Bachelor of Business - The University of New England ~ Diploma of Financial Planning - Kaplan Professional
 Amanda Leanne Crook2007Diploma of Financial Services (Financial Planning) - Integratec (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Andrew Charles Surman2012Bachelor of Economics - University of Adelaide ~ Diploma of Accounting - Chisholm Institute of Technology ~ Graduate Diploma of Global Wealth Management - University of Adelaide ~ Margin Lending - Pinnacle Financial Services Academy
 Andrew Clements2018Bachelor of Commerce (Accounting) - Deakin University ~ DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Andrew John Risson2003Bachelor of Commerce - University of Queensland ~ Margin Lending & Geared Investments - Kaplan Professional
 Andrew Quayle2004Bachelor of Business - Deakin University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation Law - Deakin University
 Angela Louise Mihellis2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan (formerly Tribeca) ~ Diploma of Financial Planning - DFP 1 - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Tribeca)
 Angela Marie Sinel2012Bachelor of Commerce - Deakin University
 Annie Elizabeth Harris2008Bachelor of Environmental Management - University of Ballarat ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Management - TAFE - University of Ballarat SMB ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Cerantonio2016Bachelor of Commerce - Griffith University, QLD ~ Diploma of Accounting - Gold Coast TAFE ~ Diploma of Financial Planning - IIT - International Institute of Technology
 Anthony Daniel Sinclair2006Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Michael Kofkin2004Diploma of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional
 Anthony Munday1985Bachelor of Arts (Honours) - University of Kent ~ Diploma of Finance and Mortgage Broking Management - TAFE - NSW ~ Financial Planning Association (FPA) - Diploma of Financial Planning ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Perree2001Bachelor of Economics - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Pickersgill1999Bachelor of Business - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Ragonese2018Accredited Aged Care Professional - Aged Care Steps Pty Ltd ~ Bachelor of Commerce (Economics) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional
 Anthony Wayne Smith2017Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting & Financial Planning) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Principles of Margin Lending - International Institute of Technology
 Ashleigh Rose Robertson0Bachelor of Commerce (Major: Financial Planning) - Deakin University
 Belinda Colyn Riordan2004Entry Level Competencies - Tribeca ~ Managed Investments - Traintrak ~ Policy Statement 146 Knowledge Assessment - Kaplan Professional ~ Risk Management - Tribeca ~ Superannuation - Traintrak
 Benjamin Dean0Bachelor of Commerce (Financial Planning) - Griffith University
 Benjamin John Newbold2001ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Banking and International Finance - The Flinders University of South Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA)
 Benjamin Venter2010Bachelor of Business (Finance and Marketing) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Benjamin Warren2015Bachelor of Business (Financial Planning) - Victoria University ~ Self Managed Superannuation Funds - Kaplan Professional
 Bradley Dale Peters2004Accredited Listed Product Adviser Program - Kaplan Professional ~ CPA Designation: Financial Planning Specialist - CPA Australia ~ Margin Lending Accreditation Program - Financial Essentials ~ Master of Business Administration - University of Queensland ~ Self Managed Superannuation Funds - Kaplan Professional
 Byron Alan Pritchard0Diploma of Financial Services (Financial Planning) - FINSIA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Master of Business Administration - Kaplan Business School
 Carolyn Denise Findlay2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Diploma of Financial Services (Financial ~ Margin Lending - Kaplan Professional
 Catherine Elizabeth Jenkins2015Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Catherine Kayess2018Bachelor of Business and Business Administration - RMIT University ~ Diploma of Financial Planning - Kaplan ~ Securities an Managed Investments - Kaplan Professional
 Chad Victor Hohnen2012Bachelor of Accounting - Central Queensland University ~ Bachelor of Financial Planning - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Chris Krstevski1998Bachelor of Commerce (Accounting) - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional
 Christina Leanne Hendry2016Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - International Institute of Technology
 Christine Anne Hallowes2000Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Christine Kay Ivers2008Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Advanced Strategies for Self Managed Superannuation - ThreeSixty (GWM Adviser Services) ~ Bachelor of Business - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Margin Lending & Geared Investments - Kaplan Professional
 Christopher Paul Brame0Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Craig Brendan Holly2012Bachelor of Business (Financial Planning) - RMIT University
 Craig Stevens1999Bachelor of Business (Accounting) - RMIT University ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Crystal-louise Broadfoot2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Damien Mckern2016Bachelor Of Business (Accountancy) - Queensland of University Technology ~ Bachelor of Laws - Queensland University of Technology ~ Certified Practising Accountant - CPA Australia ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel John Miller2016Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - International Institute of Technology ~ IIT: Specialist Self Managed Superannuation - International Institute of Technology
 Daniel Krstevski2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Tier1: (928) Margin Lending - Kaplan Professional
 Daniel Paul Lunardi2015Advanced Diploma Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance) - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Monarch Institute
 Darren Stevens2001Bachelor of Commerce - Australian National University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ SMSF Specialist Adviser (SSA) - SMSF Association
 David Andrew Murphy2002Bachelor of Economics - University of Newcastle NSW ~ Diploma of Financial Planning (FNS50611) - IIT
 David Anthony Ryan2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Ballarat (Federation University) ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 David Evers2002Bachelor of Commerce - University of Newcastle ~ Chartered Accountant - Chartered Accountants Australia New Zealand
 David Mark Hodgson2005Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 David Ridgway1998Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional
 David Ronald Pilchowski2003Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - University of Adelaide
 Dean Campbell Murdoch2009Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Domenico Carmelo Sita2012Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - MLC ~ Principles in Self Managed Superannuation Funds - International Institute of Technology ~ RG146 Tier 1 Margin Lending Specialist Course - International Institute of Technology
 Donald Angus Mcqueen2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Donald Lavery1994Bachelor of Business - Kuring-gai College of Advanced Education UTS ~ Margin Lending & Geared Investments - Kaplan Professional
 Duncan James Derrington2008Bachelor of Economics - The University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional
 Effi Louise Bowtell2004Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Elliot Mills-edward2018Bachelor of Commerce - Accounting - Murdoch University ~ Diploma of Financial Planning - Kaplan Education
 Eric Allan Mccay2003Bachelor of Business Accountancy - Queensland Institute of Technology ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - Australian Society of Accountants ~ Margin Lending and Geared Investments - Kaplan Professional
 Eric Haines1994Bachelor of Commerce (Accounting) - University of New South Wales ~ Certificate of Membership - Chartered Accountants Australia New Zealand ~ Financial Planning Specialist - Chartered Accountants Australia New Zealand ~ PS146 Knowledge Assessment - Securities Institute (Kaplan Professional)
 Fiona Shedden2005Bachelor of Business (Financial Planning) - RMIT ~ Diploma of Financial Planning - International Institute of Technology
 Gaurav Arora2017Bachelor of Commerce - Guru Nanak Dev University (india) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Accounting and Financial Management - La Trobe University
 Geoffrey Missen2003Bachelor of Business (Accounting) - Victoria University of Technology ~ Bachelor of Business (Accounting) - Victoria University of Technology ~ Fellow - Chartered Accountant - Chartered Accountants Australia New Zealand ~ Fellow - Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 George Kapiniaris2007Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Glenn Robert Swane2017CA Program / Graduate Diploma (ICAA) - Institute of Chartered Accountants Australia (ICAA) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Glenn Torrents2000Bachelor of Business - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountants (CA) - Chartered Accountants Australia and New Zealand (CAANZ) ~ Margin Lending and Geared Investments - Kaplan Professional
 Grant Gerald Van Heerden2009Advanced Diploma of Financial Planning (FNS60410) - Kaplan Professional ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Financial Services (Financial Planning) FNS50804 - Mentor Education / RG146 ~ Margin Lending and Geared Investments - Kaplan Professional
 Grant Homes2017Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Gregory Burford2001Bachelor of Commerce - University of Western Sydney ~ Chartered Accountant (CA) - Chartered Accountants Australia & New Zealand (CA ANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Haden Lacey2016Bachelor of Commerce - Griffith University ~ Ethics and Professionalism - Griffith university ~ Master of Financial Planning - Griffith University
 Hamish Alexander Mclean-perry2018Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Commerce - University of Sydney ~ Master of Business (Banking and Finance) - Monash University
 Hamish Lorimore Zerbe2005ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce (Financial Planning) - Western Sydney University ~ Self Managed Superannuation Funds - Kaplan Professional
 Helga Baxter2007Certificate IV in Financial Services (Finance/Mortgage Broking) - Australis College (formerly Intellitrain) ~ Diploma of Finance and Mortgage Broking Management - Australis College (formerly Intellitrain) ~ Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional
 Hilary Linda Acheson2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Services - University of New England ~ Master of Financial Planning - Western Sydney University ~ Tier1: (928) Margin Lending - Kaplan Professional
 Hugh Nowaki Mcqueen-tokita2011Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Ian Carter1998Bachelor of Commerce (Economics) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) ~ Graduate Diploma ofApplied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional
 Jacob Michael Locascio2015Bachelor of Commerce - The University of Newcastle Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional
 Jacob Moss2014Advanced Diploma of Financial Planning - Mentor Education / RG146 ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology
 Jakob Van Dalen2017Bachelor of Business (Sport Development and Management) - La Trobe University ~ Diploma Financial Planning - Kaplan Australia ~ Licensee Accreditation - Listed Securities - MLC ~ Licensee Accreditation - Self Managed Super Funds - MLC
 Janne Ashton1987Cavendish & ICFS Specialist SMSF Course - Cavendish & The University of Adelaide ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial and Mortgage Broking Management - The National Finance Institute ~ Diploma of Management - TAFE NSW ~ RG146 Margin Lending - MLC ThreeSixty
 Jasmine Katrina Theophile2008Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jason Burley2000ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business - Southern Cross University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia)
 Jeffrey Milton1994Associate of Institute of Chartered Accountants - Chartered Accountants Australia New Zealand ~ Bachelor of Economics - University of Adelaide ~ Margin Lending & Geared Investments - Kaplan Professional
 Jeremy Guirguis2018Bachelor of Commerce (Finance & Marketing) - University of New South Wales ~ Bachelor of Economics (Economics) - University of New South Wales
 Jerome George Alam2012Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional
 Jian Lin2018Accountants Self Managed Superannuation Funds Package - Kaplan Professional ~ Bachelor of Business (Professional Accounting) - University of New England ~ Bachelor of Laws - University of New England ~ Graduate Diploma of Chartered Accounting (GradDipCA) - Chartered Accountants Australia and New Zealand (CAANZ) ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jody Harding2005Diploma of Financial Services Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional
 Joel Cameron Nicol2008Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ SMSF Specialist Advisor (SSA) - SMSF Association ~ Self Managed Superannuation Funds - International Institute of Technology
 John Christoudias1992Bachelor of Business - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Margin Lending & Geared Investments - Kaplan Professional
 John Eric Ellis1998Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Charted Accountant (CA) - Charted Accountants Australian and New Zealand (CA ANZ) ~ Margin Lending & Geared Investments - Kaplan Professional
 John Henry Rimpici2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA)
 John Kaye Tatterson2004Bachelor of Commerce - The University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 John Littleproud2001Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor Designation - SMSF Association
 John Ryan1997Certificate III in Financial Markets - Kaplan (formerly Securities Institute Australia) ~ Graduate Certificate of Management - University of New England ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Business Administration (Professional Accounting) - University of New England
 John Small1991Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - FPA/Deaking University ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia Limited
 John Todd2017Bachelor of Commerce - University of OTAGO ~ Degree of Associate - The Bankers Institute of Australasia ~ Diploma Financial Planning - Central College
 John Traficante2013Bachelor of Social Sciences (Information Management) (Major: Accounting) - University of Melbourne ~ Diploma - Financial Services Mortgage Broking - National Finance Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending Geared Investments - Kaplan
 Jonathan Fischer2014Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Jonathon Dennis Kelly2014Certificate IV in Financial Services - Swinburne University of Technology ~ Diploma Of Financial Services (Financial Planning) - ThreeSixty ~ Self-Managed Superannuation Fund - Mentor Education
 Jonica Stewart2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Joshua Luke Buckley2020Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Joshua Tony Kofkin2018Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Juan NI2017Diploma of Financial Planning - International Institute of Technology ~ Master of Business (Accountancy) - University of South Australia ~ Principles in Self Managed Superannuation - International Institute of Technology
 Justin James Wilson2011Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan PRofessional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Profesisonal
 Justin Nothling2001Bachelor of Nursing - Central Queensland University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Management - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Business Administration (Financial Management) - Central Queensland University
 Kade Jeffree Beasley2018Advanced Diploma of Financial Planning - Kaplan Professional ~ DFP Securities & Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Kara Jane Boden2018Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Master of Business Administration - The University of Western Australia
 Katie-louise Frances Alifrangis2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kenneth Chung2006Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Bachelor of Engineering (Chemical Engineering) - RMIT ~ Certificate IV Financial Services (Finance|Mortgage Broking) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Graduate Diploma of Management (Technology Management) - Deakin University
 Kenneth William Grimes2003Bachelor of Business - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Kerry Maree Olive2003Bachelor of Business - Capricornia Institute of Advanced Education ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kharen Patricia Kaleda1997Bachelor of Commerce - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional
 Kieran Edward Brown2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional
 Kim Scott1991Bachelor of Financial Administration - University of New England ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kristian Floresta Tangan2005Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA Education (Kaplan Professional)
 Kristopher Philip Chapman2018Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Western University of Sydney
 Kylie Alcorn2010Bachelor of Economics - University of New England ~ Diploma of Financial Planning - International Institute of Thechnology ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Principles of Margin Lending - International Institute of Technology ~ SMSF Specialist Advisor - SMSF Association
 Kylie Melissa Ann Gray2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Bachelor of Commerce (Accounting) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional)
 Leah Alice Hall2015Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Pinnacle Financial Services Academy
 Leanne Mulham2010Bachelor of Applied Science - Ballarat University College ~ Diploma of Financial Services - Kaplan Professional
 Leonie Gae Nagle2005Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional
 Linda Rose Tellis2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Linh Thi Thao Nguyen2015Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Lucija Emina Saric2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Information Technology - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending - Pinnacle Financial Services Academy
 Luke DI Pietro2006Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan Professional ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional
 Lyle John Greig2003Bachelor of Commerce (Accountancy) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Maria Margarida Teixeira2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Aged Care Assessment - Aged Care Adviser Network ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional
 Mark Andrew Humphris2000ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor Business (Banking & Finance) - University of SA ~ Bachelor of Business - University of South Australia ~ Diploma Financial Planning - Deakin University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA)
 Mark Andrew Spagnolo2018Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Deakin University ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Mark Anthony Gordon2006Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Bachelor of Business - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Margin Lending and Geared Investments - Kaplan Professional
 Mark Christopher Gray2002ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Margin Lending & Geared Investments - Kaplan Professional
 Mark Dodds1999Bachelor of Business (Accounting) - Queensland University Technology (QUT) (formerly QiT) ~ Margin Lending & Geared Investments - Kaplan Professional
 Mark Edward Bettinzoli2017Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Bachelor of Business Studies - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional
 Mark Gerard O'toole1993Advanced Strategies for Self Managed Superannuation - MLC ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Master of Commerce (Financial Planning) - The University of Western Sydney
 Mark Newman2001Bachelor of Business (Accounting and Computer Science) - Edith Cowan University (formerly WA College of Advanced Education) ~ Margin Lending & Geared Investments - Kaplan Professional
 Martin Peter White2002ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Commerce - Macquarie University ~ Margin Lending & Geared Investments - Kaplan Professional
 Mary Theresa Benton2005ASX Accredited Listed Product Adviser - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional
 Matthew Carberry1999Advanced Diploma of Accounting - TAFE ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Certificate in Professional Accounting - University of Southern Queensland ~ Margin Lending & Geared Investments - Kaplan Professional
 Matthew Coman2013Bachelor of Commerce - University of Canberra ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Matthew Glen Skowronski2015Bachelor of Business(Financial Planning) - ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ SMSF Specialist Adviser (SSA) - SMSF Association ~ Self-Managed Superannuation Funds - Kaplan Professional
 Matthew Hayes1997Bachelor of Business - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional
 Matthew Ireland2018Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional
 Matthew James Leech2006ASX Securities - Kaplan ~ Advanced Diploma of Financial Services - Mentor Training ~ Diploma of Financial Services (FP) - AMP ~ Managed Investment Adviser (Personal Advice) - Mentor Education ~ Self Managed Super Fund Course - Kaplan
 Matthew Moon2016Bachelor of Commerce (Accountancy) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association
 Matthew Philip Mitchell2018Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Kaplan Professional
 Max Moodley2004Bachelor of Laws - University of Natal ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters in Law - University of Natal ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Megan Louise Paltoglou2002Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Michael Alexander Gionfriddo2016Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology
 Michael Andrew Gay2012Advanced Diploma of Financial Planning (FNS60410) - International Institute of Technology (IIT) ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Principles in Self Managed Superannuation - International Institute of Technology (IIT)
 Michael James Garnaut2018Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional
 Michael Louros2001Bachelor of Business - Victoria University ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Graduate Diploma of Accounting - Victoria University ~ Margin Lending & Geared Investments - Kaplan Professional
 Michael Milne1998Bachelor of Arts (Criminal Justice Administration) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Molony1999Bachelor of Business (Accounting) - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Tier1: (923) Securities - Kaplan Professional
 Mike Haberfield1998Bachelor of Economics - Monash University ~ Graduate Diploma of Accounting - Deakin University (formerly Victoria College)
 Mitchell Raabe2011Bachelor of Business - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Diploma in Accounting - Southern Cross University ~ Self-Managed Superannuation Funds - Mentor Education
 Mohammed Abou-eid1996Diploma - Financial Planning - RMIT ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Kaplan Professional
 Nadezhda Hughes2015Bachelor of Business and Commerce (Accounting) - Monash University ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Financial Planning - Integrity Education Group ~ Margin Lending - Integrity Education Group ~ Self Managed Super Funds - Integrity Education Group
 Natalie Nielsen2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Nathan Raymond Horne2018Bachelor of Business Majoring in Financial Management - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Margin Lending-Personal Advice - Kaplan Professional
 Nellie Chen Fung2008Bachelor of Accounting - Chartered Association of Certified Accountants UK ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Nicholas James Girdler2006Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Bachelor of Economics - The Flinders University of South Australia ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia
 Nicholas Kemsley Gunner2004Diploma of Financial Services (Financial Planning) - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nicholas Moustacas2002Bachelor of Commerce - University of Woollongong ~ Certificate of Public Practice - Chartered Accountants Australia & New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Planning Proper Authority Course - Securities Institute of Australia ~ SMSF Specialist Advisors (SSA) - SMSF Association
 Nicola Claire Chaffe2014928 Margin Lending - Knowledge and Skills - Kaplan Professional ~ Accountants SMSF Package - Kaplan Professional ~ Bachelor Commerce (Acc.) - Monash University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Graduate Diploma (Financial Planning) - Kaplan Australia
 Nigel Ainslie Jenkins1998Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nigel John Martin2004Bachelor of Commerce - Flinders University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Nunziante Losanno2006Bachelor of Commerce - Australian National University ~ Certificate of Public Practice - Chartered Accountants Australia New Zealand ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services - Kaplan (formerly Tribeca) ~ Margin Lending & Geared Investments - Kaplan Professional
 Olga Ignjatic2015Bachelor of Commerce - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional
 Onofrio Giuseppe Raffaele2016Bachelor of Business (Accounting) - Chisolm Institute of Technology ~ Diploma of Financial Planning - Kaplan
 Patrick Ponce2009Bachelor of Accounting - University of South Australia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional
 Paul Jackson2010Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Paul Joseph Case2002Bachelor of Economics - Adelaide University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional
 Paul Polydefkis Tsikopoulos2004Bachelor of Business - Victoria University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Integrity Education Group ~ Ethics for Financial Services (Intensive) - Deakin University
 Paul Rossi2004Bachelor of Economics - University of Newcastle ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional
 Paul Willoughby1990Count Introductory Training Course - Count Financial ~ Margin Lending & Geared Investments - Kaplan Professional
 Peter Karlson1998Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments - Kaplan Professional
 Peter Mogg1996Bachelor of Economics (Accounting) - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional
 Philip Toby Smith2004Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Prashneel Karan2014Bachelor of Commerce (Accounting) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT)
 Rachel Crick2018DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Raymond Miller2001Bachelor of Commerce (Accounting) - University of Wollongong ~ Count - Introductory Training Course ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Rickie Darrell Latimore2010Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Certificate in Commerce(Financial Planning) - University of Western Sydney ~ Graduate Diploma of Finance - Charles Sturt University ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert Edward Dugdale2003Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert John Bowen Gibson2017Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Computing (Multimedia Technology) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Robert Rush2000Count Introductory Training Course - Count Financial ~ Margin Lending & Geared Investments - Kaplan Professional
 Rodney Geilman1996Bachelor of Business - Monash University ~ Diploma of Financial Planning - Kaplan Professional
 Rodney Mcleod1995Bachelor of Business - La Trobe University ~ Margin Lending & Geared Investments - Kaplan Professional
 Rodney W Johnstone1999ASX Accredited Listed Products Adviser Program - Kaplan ~ Certified Financial Planner - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institue Eduction ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ Self Managed Superannuation Funds Adviser Course - Tribeca/The Strategist Group
 Ronald Crook2003Certified Practising Accountant - Preston Institute of Technology (PIT) ~ Margin Lending & Geared Investments - Kaplan Professional
 Ronald George Palmer2016Bachelor of Commerce (Accounting, Finance and Systems) - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional
 Ross Moll2002Bachelor of Commerce - La Trobe University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Ryan Jones2016Bachelor of Business - Victoria University ~ Certified Practising Accountant - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional
 Sally-anne Bell2002ASX Broker Exam - ASX / Securities Institute ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca
 Salvatore Russo2008Bachelor of Commerce - University of Queensland ~ Certificate IV Financial Planning - Tribeca (Kaplan Professional) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma core PS146 Skills Competency - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Samantha Kate Greene2016Bachelor of Accounting - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Samuel Kenneth Grimes2011Bachelor of Commerce - La Trobe University ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Samuel Taylor2015Bachelor of Commerce (Corporate Finance) - University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan Professional ~ Securities and Managed Investments - Kaplan
 Samuel Wilson2010Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Sunshine Coast ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Savvas Papadopoulos2005Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional
 Scott Alistair Relf2015Bachelor of Commerce (Finance & Marketing) - Curtin University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional
 Scott Mcdonald2008Advanced Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Bachelor of Economics - Monash University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Sean Browning2006Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Sean Gregory Ryan2018Bachelor of Commerce - Deakin University ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Macquarie University
 Senney Wang2018Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - University of Melbourne
 Shahin Farrokh Tehrani0Bachelor of Commerce (Accounting) - Griffith University ~ Diploma of Commerce - Queensland Institute of Business and Technology ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Shannon Smit2016Bachelor of Business (Accounting) - Monash University ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of International Taxation - University of Sydney
 Shantel Evans2018Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Simon Daniel Haden2007Bachelor of Arts - Deakin University ~ Bachelor of Teaching (Primary) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ RG146 - Securities - Kaplan (formerly FINSIA)
 Simon Patrick Scallan2004Bachelor of Commerce (Information Management) - Oxford Brookes University ~ Graduate Diploma of Financial Planning - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Simone Murad2017Bachelor of Business (Accounting) - Swinburne University of Technology ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional
 Sonia Emma Turkovic1992Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Certificate in Applied Self-Managed Super Fund Advice - Tower Trust ~ Certified Financial Planning (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Stephen Hodgkinson2014Bachelor of Business - Darling Downs Institute of Advanced Education ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology (IIT)
 Stephen Ronald Hubner2000Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma Financial Services (Financial Planning) FNS50804 - Investment Banking Institute
 Steven Brian Duldig2009Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional
 Steven David Royle2006Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Riverina-Murray Insitute of Higher Education - Bachelor of Business (Accounting) ~ Self Managed Superannuation Funds - Kaplan Professional
 Stuart White2005Diploma of Financial Planning - Financial Planning Assocation of Australia ~ LPAC Online - ASX Listed Products Accreditation Course (LPAC) ~ Wealth Accountants Adviser Course - Count Financial
 Susan DI Pietro1996ASX Responsible Executive Exam - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA)
 Suzanne Grayling2006Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Syd David Jackson2021Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Tammy Zena Marshman2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Tania Anne Tonkin2009Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Accountancy - University of South Australia ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Thomas Raymond Weir2004Completed DFP 1 equivalent subject Institute of Chartered Accountants - Securities Institute ~ Completed Subjects 2-6 of a Diploma of Financial Planning - FPA-Deakin ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation - University of Melbourne ~ Self Managed Superannuation Funds Specialist Advisor - SMSF Professionals Association of Australia
 Timothy Archer2017Bachelor of Applied Computing - University of Tasmania ~ Diploma of Business (Frontline Management) - CSU Training ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Business (Financial Planning) - Charles Sturt University
 Timothy Michael Flynn2017Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Southern Queensland ~ Diploma of Financial Planning - International Institute of Technology
 Todd O'sullivan2016Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Planning - International Institute of Technology
 Tony Naccarella2001Bachelor of Business (Accounting) - Deakin University ~ Certified Practising Accountant - CPA Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Tracee Huey Xin Pang2018Bachelor of Business (Economics & Finance) (Applied) - RMIT University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Professional Accounting - Swinburne University of Technology
 Trinidad Montes2006Advanced Diploma of Financial Services - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Tyson Flower2014Bachelor of International Finance - Griffith University ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ ICAA - Advanced Diploma of Accounting - Chartered Accountants Australia New Zealand ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology (IIT)
 Veronica Bruce2006ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Business - Southern Cross University ~ CPA Program - CPA Australia ~ Master of Taxation and Financial Planning - University of New South Wales ~ SMSF Specialist - CPA Australia
 Victoria Spurway2008Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Life Risk Specialist (LRS) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Vinh Tran1999Bachelor of Business - University of Technology Sydney (UTS) ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma core RG146 Skills: pre 2003 - Professional Development Operations Team ~ Margin Lending & Geared Investments - Kaplan Professional
 Warren Fischer1993Associate Diploma of Business (Accounting) - TAFE ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Wayne Clark2000Bachelor of Financial Administration - University of New England ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Wayne Fowler2003Bachelor of Commerce - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional
 William Fenwicke2000Bachelor of Economics - University of New England ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional
 Wissam Abou-eid1993Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional
 Yasuhiro Kuramochi2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planners (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting Advanced - Griffith University